-28.0%
DHR vs PNC
+51.4%
-79.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.4% |
| 7D | -3.6% | -0.6% | -3.1% | -3.4% |
| 30D | -2.7% | -4.4% | +1.6% | -1.1% |
| 3M | +10.9% | +5.2% | +5.7% | +8.3% |
| 6M | +3.0% | +20.6% | -17.6% | -4.8% |
| YTD | -12.2% | +19.8% | -32.0% | -19.0% |
| 1Y | +3.3% | +24.4% | -21.1% | -6.4% |
| 3Y | -8.2% | +131.2% | -139.5% | -36.1% |
| All | -28.0% | +51.4% | -79.4% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling